Digi Plus Interactive (PLUS PM): Bingo Plus Platform, Trading At 7x PE with >100% Growth In 2024
We summarize our expectations for the earnings of Digiplus Interactive or PLUS PM, which we believe will be a catalyst. The stock trades at <7x PE...
Shortlist of High Conviction Philippines Equity Ideas
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
GSMI PM/PLUS PM: Solid Growth in Q2 2024, >30% ROCE, Net Cash, >5% Div Yield
We summarize the stellar earnings of GSMI PM ( Ginebra San Miguel ) and PLUS PM ( Digiplus Interactive) which we believe are multi-baggers in our...
Philippines: Wealthy Households to Enjoy the Rise in Discretionary Spending Capa. Through to 2030
As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income...
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